How to integrate Docuseal MCP with CrewAI

This guide walks you through connecting Docuseal to CrewAI using the Composio tool router. By the end, you'll have a working Docuseal agent that can list all document templates in your account, create a new template from html content, start a signature workflow from a pdf file through natural language commands. This guide will help you understand how to give your CrewAI agent real control over a Docuseal account through Composio's Docuseal MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved.

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Docuseal is an eSignature platform that lets you automate document signing and workflow management via API. Enjoy seamless, code-friendly access to digital signatures and templates without the manual hassle.

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Introduction

This guide walks you through connecting Docuseal to CrewAI using the Composio tool router. By the end, you'll have a working Docuseal agent that can list all document templates in your account, create a new template from html content, start a signature workflow from a pdf file through natural language commands.

This guide will help you understand how to give your CrewAI agent real control over a Docuseal account through Composio's Docuseal MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

Also integrate Docuseal with

OpenAI Agents SDKClaude Agent SDKClaude CodeClaude CoworkCodexOpenClawHermesCLIGoogle ADKLangChainVercel AI SDKMastra AILlamaIndex

TL;DR

Here's what you'll learn:
  • Get a Composio API key and configure your Docuseal connection
  • Set up CrewAI with an MCP enabled agent
  • Create a Tool Router session or standalone MCP server for Docuseal
  • Build a conversational loop where your agent can execute Docuseal operations

What is CrewAI?

CrewAI is a powerful framework for building multi-agent AI systems. It provides primitives for defining agents with specific roles, creating tasks, and orchestrating workflows through crews.

Key features include:

  • Agent Roles: Define specialized agents with specific goals and backstories
  • Task Management: Create tasks with clear descriptions and expected outputs
  • Crew Orchestration: Combine agents and tasks into collaborative workflows
  • MCP Integration: Connect to external tools through Model Context Protocol

What is the Docuseal MCP server, and what's possible with it?

The Docuseal MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Docuseal account. It provides structured and secure access to your eSignature workflows, so your agent can manage templates, automate document submissions, handle submitters, and streamline template operations for you.

  • Seamless template management: Effortlessly list, retrieve, update, archive, clone, or merge document templates, making it easy to organize and reuse signature documents.
  • Automated submission workflows: Instantly create new submissions from uploaded PDFs, initiate signature processes, and keep tabs on all current and past document submissions.
  • Direct HTML-to-template creation: Enable your agent to generate reusable document templates straight from HTML content—no manual web interface required.
  • Submitter roster management: Retrieve comprehensive lists of all document submitters for reporting, tracking, or management purposes with a single request.
  • Template merging and duplication: Combine multiple templates into a single document or duplicate templates to accelerate document preparation for recurring workflows.

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Step by step08 STEPS
1

Prerequisites

Before starting, make sure you have:
  • Python 3.9 or higher
  • A Composio account and API key
  • A Docuseal connection authorized in Composio
  • An OpenAI API key for the CrewAI LLM
  • Basic familiarity with Python
2

Getting API Keys for OpenAI and Composio

OpenAI API Key
  • Go to the OpenAI dashboard and create an API key. You'll need credits to use the models, or you can connect to another model provider.
  • Keep the API key safe.
Composio API Key
  • Log in to the Composio dashboard.
  • Navigate to your API settings and generate a new API key.
  • Store this key securely as you'll need it for authentication.
3

Install dependencies

bash
pip install composio crewai crewai-tools[mcp] python-dotenv
What's happening:
  • composio connects your agent to Docuseal via MCP
  • crewai provides Agent, Task, Crew, and LLM primitives
  • crewai-tools[mcp] includes MCP helpers
  • python-dotenv loads environment variables from .env
4

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here
OPENAI_API_KEY=your_openai_api_key_here

Create a .env file in your project root.

What's happening:

  • COMPOSIO_API_KEY authenticates with Composio
  • USER_ID scopes the session to your account
  • OPENAI_API_KEY lets CrewAI use your chosen OpenAI model
5

Import dependencies

python
import os
from composio import Composio
from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
import dotenv

dotenv.load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
COMPOSIO_USER_ID = os.getenv("COMPOSIO_USER_ID")

if not COMPOSIO_API_KEY:
    raise ValueError("COMPOSIO_API_KEY is not set")
if not COMPOSIO_USER_ID:
    raise ValueError("COMPOSIO_USER_ID is not set")
What's happening:
  • CrewAI classes define agents and tasks, and run the workflow
  • MCPServerHTTP connects the agent to an MCP endpoint
  • Composio will give you a short lived Docuseal MCP URL
6

Create a Composio Tool Router session for Docuseal

python
composio_client = Composio(api_key=COMPOSIO_API_KEY)
session = composio_client.create(user_id=COMPOSIO_USER_ID, toolkits=["docuseal"])

url = session.mcp.url
What's happening:
  • You create a Docuseal only session through Composio
  • Composio returns an MCP HTTP URL that exposes Docuseal tools
7

Initialize the MCP Server

python
server_params = {
    "url": url,
    "transport": "streamable-http",
    "headers": {"x-api-key": COMPOSIO_API_KEY},
}

with MCPServerAdapter(server_params) as tools:
    agent = Agent(
        role="Search Assistant",
        goal="Help users search the internet effectively",
        backstory="You are a helpful assistant with access to search tools.",
        tools=tools,
        verbose=False,
        max_iter=10,
    )
What's Happening:
  • Server Configuration: The code sets up connection parameters including the MCP server URL, streamable HTTP transport, and Composio API key authentication.
  • MCP Adapter Bridge: MCPServerAdapter acts as a context manager that converts Composio MCP tools into a CrewAI-compatible format.
  • Agent Setup: Creates a CrewAI Agent with a defined role (Search Assistant), goal (help with internet searches), and access to the MCP tools.
  • Configuration Options: The agent includes settings like verbose=False for clean output and max_iter=10 to prevent infinite loops.
  • Dynamic Tool Usage: Once created, the agent automatically accesses all Composio Search tools and decides when to use them based on user queries.
8

Create a CLI Chatloop and define the Crew

python
print("Chat started! Type 'exit' or 'quit' to end.\n")

conversation_context = ""

while True:
    user_input = input("You: ").strip()

    if user_input.lower() in ["exit", "quit", "bye"]:
        print("\nGoodbye!")
        break

    if not user_input:
        continue

    conversation_context += f"\nUser: {user_input}\n"
    print("\nAgent is thinking...\n")

    task = Task(
        description=(
            f"Conversation history:\n{conversation_context}\n\n"
            f"Current request: {user_input}"
        ),
        expected_output="A helpful response addressing the user's request",
        agent=agent,
    )

    crew = Crew(agents=[agent], tasks=[task], verbose=False)
    result = crew.kickoff()
    response = str(result)

    conversation_context += f"Agent: {response}\n"
    print(f"Agent: {response}\n")
What's Happening:
  • Interactive CLI Setup: The code creates an infinite loop that continuously prompts for user input and maintains the entire conversation history in a string variable.
  • Input Validation: Empty inputs are ignored to prevent processing blank messages and keep the conversation clean.
  • Context Building: Each user message is appended to the conversation context, which preserves the full dialogue history for better agent responses.
  • Dynamic Task Creation: For every user input, a new Task is created that includes both the full conversation history and the current request as context.
  • Crew Execution: A Crew is instantiated with the agent and task, then kicked off to process the request and generate a response.
  • Response Management: The agent's response is converted to a string, added to the conversation context, and displayed to the user, maintaining conversational continuity.

Complete Code

Here's the complete code to get you started with Docuseal and CrewAI:

python
from crewai import Agent, Task, Crew, LLM
from crewai_tools import MCPServerAdapter
from composio import Composio
from dotenv import load_dotenv
import os

load_dotenv()

GOOGLE_API_KEY = os.getenv("GOOGLE_API_KEY")
COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
COMPOSIO_USER_ID = os.getenv("COMPOSIO_USER_ID")

if not GOOGLE_API_KEY:
    raise ValueError("GOOGLE_API_KEY is not set in the environment.")
if not COMPOSIO_API_KEY:
    raise ValueError("COMPOSIO_API_KEY is not set in the environment.")
if not COMPOSIO_USER_ID:
    raise ValueError("COMPOSIO_USER_ID is not set in the environment.")

# Initialize Composio and create a session
composio = Composio(api_key=COMPOSIO_API_KEY)
session = composio.create(
    user_id=COMPOSIO_USER_ID,
    toolkits=["docuseal"],
)
url = session.mcp.url

# Configure LLM
llm = LLM(
    model="gpt-5",
    api_key=os.getenv("OPENAI_API_KEY"),
)

server_params = {
    "url": url,
    "transport": "streamable-http",
    "headers": {"x-api-key": COMPOSIO_API_KEY},
}

with MCPServerAdapter(server_params) as tools:
    agent = Agent(
        role="Search Assistant",
        goal="Help users with internet searches",
        backstory="You are an expert assistant with access to Composio Search tools.",
        tools=tools,
        llm=llm,
        verbose=False,
        max_iter=10,
    )

    print("Chat started! Type 'exit' or 'quit' to end.\n")

    conversation_context = ""

    while True:
        user_input = input("You: ").strip()

        if user_input.lower() in ["exit", "quit", "bye"]:
            print("\nGoodbye!")
            break

        if not user_input:
            continue

        conversation_context += f"\nUser: {user_input}\n"
        print("\nAgent is thinking...\n")

        task = Task(
            description=(
                f"Conversation history:\n{conversation_context}\n\n"
                f"Current request: {user_input}"
            ),
            expected_output="A helpful response addressing the user's request",
            agent=agent,
        )

        crew = Crew(agents=[agent], tasks=[task], verbose=False)
        result = crew.kickoff()
        response = str(result)

        conversation_context += f"Agent: {response}\n"
        print(f"Agent: {response}\n")

Conclusion

You now have a CrewAI agent connected to Docuseal through Composio's Tool Router. The agent can perform Docuseal operations through natural language commands.

Next steps:

  • Add role-specific instructions to customize agent behavior
  • Plug in more toolkits for multi-app workflows
  • Chain tasks for complex multi-step operations
TOOLS

Supported Tools

Every Docuseal action and event your agent gets out of the box.

Archive Submission

Tool to archive a submission by its unique identifier.

Archive Template

Tool to archive a specific template by its unique identifier.

Clone Template (v2)

Tool to clone an existing template into a new template with optional custom name, folder, and external_id.

Create Submission

Tool to create signature requests (submissions) from an existing document template and send them to submitters.

Create Submission From DOCX

Tool to create a one-off submission (signature request) from a DOCX document with dynamic content variables.

Create Submission From HTML

Tool to create a one-off submission request from HTML content with embedded field tags rendered as a fillable and signable form.

Create Submission From PDF

Tool to create a one-off submission (signature request) from a PDF file.

Create Submissions From Emails

Tool to create submissions for a document template and send them to specified email addresses.

Create Template from DOCX

Tool to create a fillable document template from a Microsoft Word DOCX file.

Create Template from HTML

Tool to create a fillable document template from HTML content with pre-defined fields.

Create Template From PDF

Tool to create a fillable document template from a PDF file.

Get Submission

Tool to retrieve detailed information about a specific submission.

Get Submission Documents

Tool to retrieve documents for a submission.

Get Submitter

Tool to retrieve detailed information about a submitter by ID.

Get Template

Tool to retrieve details of a specific template by its unique identifier.

List Submissions

List document submissions with filtering and cursor-based pagination.

List Submitters

Retrieve a paginated list of submitters with optional filtering.

List Templates (Enhanced)

Tool to retrieve a list of available document templates with pagination and filtering.

Merge Templates

Merge multiple DocuSeal templates into a single combined template.

Update Submitter

Tool to update submitter details, pre-fill or update field values, re-send signature request emails, or mark as auto-signed for automatic signing via API.

Update Template

Tool to update a document template by moving it to a different folder, changing its name, updating submitter roles, or unarchiving it.

Update Template Documents

Tool to add, remove, or replace documents in a template with provided PDF/DOCX file or HTML content.

FRAMEWORKS

How to build Docuseal MCP Agent with another framework

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Docuseal MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Docuseal MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use Docuseal MCP with Claude Code

Claude Cowork logo

Claude Cowork

Use Docuseal MCP with Claude Cowork

Codex logo

Codex

Use Docuseal MCP with Codex

OpenClaw logo

OpenClaw

Use Docuseal MCP with OpenClaw

Hermes logo

Hermes

Use Docuseal MCP with Hermes

CLI logo

CLI

Use Docuseal MCP with CLI

Google ADK logo

Google ADK

Use Docuseal MCP with Google ADK

LangChain logo

LangChain

Use Docuseal MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Docuseal MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Docuseal MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Docuseal MCP with LlamaIndex

FAQ

Frequently asked questions

With a standalone Docuseal MCP server, the agents and LLMs can only access a fixed set of Docuseal tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Docuseal and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. CrewAI fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Docuseal tools.

Yes, absolutely. You can configure which Docuseal scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Docuseal data and credentials are handled as safely as possible.

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